Soundmark Wealth Management, LLC Dimensional ETF Tr Transaction History

Soundmark Wealth Management, LLC

$0
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$23.42 - $25.45 $329,800 - $358,386	14,082 Added 2.87%	505,211 $12.9 Million
Q4 2023 Jan 09, 2024	BUY	$21.44 - $24.42 $334,249 - $380,707	15,590 Added 3.28%	491,129 $12 Million
Q3 2023 Oct 10, 2023	BUY	$22.41 - $24.35 $356,229 - $387,067	15,896 Added 3.46%	475,539 $10.7 Million
Q2 2023 Jul 13, 2023	BUY	$22.56 - $24.03 $259,462 - $276,369	11,501 Added 2.57%	459,643 $10.7 Million
Q1 2023 Apr 10, 2023	BUY	$21.74 - $23.72 $169,550 - $184,992	7,799 Added 1.77%	448,142 $10.3 Million
Q4 2022 Jan 12, 2023	BUY	$18.81 - $22.36 $10,947 - $13,013	582 Added 0.13%	440,343 $0
Q3 2022 Oct 12, 2022	BUY	$18.89 - $22.64 $132,116 - $158,344	6,994 Added 1.62%	439,761 $8.31 Million
Q2 2022 Jul 11, 2022	BUY	$21.22 - $25.37 $115,733 - $138,367	5,454 Added 1.28%	432,767 $9.28 Million
Q1 2022 Apr 11, 2022	SELL	$23.26 - $26.72 $15,514 - $17,822	-667 Reduced 0.16%	427,313 $10.7 Million
Q4 2021 Jan 18, 2022	SELL	$25.17 - $26.82 $6.82 Million - $7.26 Million	-270,879 Reduced 38.76%	427,980 $11.2 Million
Q3 2021 Oct 13, 2021	BUY	$25.83 - $27.21 $18.1 Million - $19 Million	698,859 New	698,859 $18.1 Million

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

221M

Call Options Held

0

Put Options Held

0

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